Pya Waltman Capital, LLC

Overview

Pya Waltman Capital, LLC is an SEC registered investment adviser based in Knoxville, TN, registered since 2005. It reports $1B in assets under management across 1,528 accounts, with 17 employees. It has 10 investment adviser representatives.

Reported AUM

$1B

Discretionary

76%

Accounts

1,528

Average account

$658K

Employees

17

Advisory reps

10

Registered since

2005

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Jack William Waltman Jr President, Member CRD 4313008
• Jessica Lee Ott Chief Compliance Officer CRD 5652629
• Douglas Andrew Yoakley Member CRD 5049810

4 more executive officers, with direct contact details

Advisory reps 3 of 10

• Melissa Kesling Ballard Investment Adviser Rep CRD 5607422
• Eric Edwin Foster Insurance Agent · Investment Adviser Rep CRD 4577593
• Bradley Stephen Helms Investment Adviser Rep CRD 8316847

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1402 Ebenezer Rd
Knoxville, TN 37922

County

Knox

Metro area

Knoxville, TN

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: pyawaltman.com

Every state, with registration dates

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